Appletree Financial Services LLC fees
Financial planner in Londonderry, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 20, 2026, Appletree Financial Services LLC (Londonderry, NH) charges a quarterly fee of $3,500-$10,000 for financial planning.
- Website: appletreefinancialservices.com (opens in new tab)
- Call (603) 845-1276
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 20, 2026. Fees can change.
- Quarterly fee
- $3,500-
$10,000/qtr “Fees are paid quarterly in advance, ranging from $3,500 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2026
How Appletree Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Appletree Financial Services LLC
- Principal: Patrick Dichter
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 24, 2026
- CRD number
- 340960 (opens in new tab)
- Phone
- (603) 845-1276
Registered in 2 states: Massachusetts, New Hampshire
More planners in New Hampshire that publish fees
- Olson Economics, LLCKeeneHourly $250/hr, Flat $1,500-$2,500
- Saltbox Financial LLCPortsmouthHourly $360/hr, Flat $500-$5,000
- Reverie WealthRochesterHourly $350/hr, Flat $500-$20,000
- Blueline AdvisorsExeterFlat $500-$50,000
- Wolf Pine CapitalPortsmouthHourly $250/hr, Flat from $1,000
- Matthew J Cohen ConsultingMoultonboroughHourly $125/hr, Flat $1,250-$2,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.